[team]

Know Your Shop. Own Your Market.

See what’s working. Stop what’s bleeding. Fix what matters.

SEE THE BIG PICTURE

Cut Through the Noise

Every shop has strengths. Every shop has work to do. The key is knowing which is which — and where to start.

SCORE YOUR SHOP

No spreadsheets or software required.

Commercial HVAC shop owner

Pick a Scorecard

Each scorecard helps you isolate the real bottleneck — leads, cash, sales conversion, or exit readiness. Run one. Or run all four. Start where the pain is loudest.

Lead Quality Check

Is the work coming in actually worth chasing?

Cash Flow Health

If cash feels tight, there’s a reason. Find it.

Bid Win Rate

Work is being quoted. Not enough is getting signed.

Buyout Potential

See how a buyer would really value your shop.

Handwritten cash flow analysis and calculator
FINANCIAL SCORECARD

Cash Flow Health

Size up operating cash flow, margin consistency, accounts receivable aging discipline, working capital strength, and debt capacity. The score shows where pressure is building and how to relieve it.

Commercial HVAC owner holding a smartphone while checking lead quality and customer metrics.
Customer leads SCORECARD

Lead Quality Check

Review lead to sale conversion, booked call efficiency, show rate patterns, referral and repeat behavior, and average job value. The score highlights whether growth is profitable or simply keeping the team busy.

HVAC Operator rooftop HVAC unit
SALES GROWTH SCORECARD

Bid Win Rate

Look at close rate movement, first response speed, follow up consistency, quote turnaround clarity, and how financing could influence conversions. The score reveals where deals are stalling and why.

Small business owner signing a check, representing valuation, cash flow, and buyout readiness.
EXIT PLAN SCORECARD

Buyout Potential

Rate recurring revenue durability, margin resilience, service mix maturity, maintenance density, and customer concentration. The score estimates real valuation readiness, not surface level worth.

Now You Know. Now We Work.

Your score shows where the pressure is. Your Workplan shows how to fix it.

GET MY WORKPLAN
HVAC technician working on ductwork with safety gear, symbolizing the edge TradeSworn gives pros to win more jobs and keep more profit.

The Edge HVAC Owners Wish They Had Sooner

No spam. Get real advice and proven tactics to win more jobs and keep more profit.

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“We finally saw where jobs were slipping. TradeSworn helped us get that profit back.”
Grant, Maryland